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Home > Institutional Investor > Peloton Wealth Strategists > Profile

Instuitional Investor - Peloton Wealth Strategists

Fund Profile
Filing Period:
Fund Name: Peloton Wealth Strategists
Portfolio Value $216,870,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Mastercard Inc
 MA 18,665 $7,390 3.4%
2.
Thermo Fisher Scientific Inc.
 TMO 14,141 $7,158 3.3%
3.
Alphabet Inc.
 GOOG 49,145 $6,431 2.96%
4.
Ishares Ibonds Dec 2025 Term Corporate Etf
 256,525 $6,252 2.88%
5.
Jpmorgan Chase & Co
 JPM 40,018 $5,803 2.67%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)